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jhbbbs
Level 2

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

In reports, many of the columns that used to be able to add to the report are no longer showing. Fields like Vendor, Customer, etc. The Name column is broken and won't show the name details for 'Vendors' or 'Customers' for things like journal entries. Previously, I would modify the columns to show the information I need but now, I have to open each entry to see the details. Why were the extra options removed? It doesn't make sense to remove important information from reports.
8 Comments 8
GebelAlainaM
QuickBooks Team

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

Hello there, @BBBS.jh

I'll be glad to share details about the options in the column section of your reports in QuickBooks Online (QBO).

In QBO, you can open the report in the Classic layout or the New enhance experience and customizing the information you want to have on your reports has a different way. Most reports have the same set of filters but some filters are only available on certain reports, so the options will matter on what report you're trying to pull up.

If you're customizing the report with the new enhance experience the QuickBooks subscription will also matter especially when you customize the Columns section.

For Advanced version, you'll need to select a topic you want to have on the report and choose the available fields, Some fields may not work in a report together. When you select a field, non-compatible fields will be unavailable. If you use custom fields, they appear in this list.

Here's how:
 

  1. Click Columns. To add, you'll need to look for a topic you want to report on, then select it to reveal the available fields.
  2. Select any field you want to view in the report.
  3. To change the order in which selected fields appear, select Reorder, then click and drag the listed fields in the order you want.
  4. Then select the show/hide icon to hide or unhide a field.

    image.pngimage_720.png
     

On the other hand, for Plus, Essentials and Simple Start version, you can simply Select Columns to Drag and drop to rearrange columns. Then, click the show/hide icon to hide or unhide a field.

You can refer to this article for more details: Create enhanced custom reports in QuickBooks Online.

If you're not referring to something else, can you tell me what specific report you're trying to pull up and share a screenshot of what you see on your end? So I can help you further.

Additionally, you can check the following articles for further details on handling reports and other data in QuickBooks:
 

Keep me posted if you have clarification or additional queries. I'll be happy to assist you.

jhbbbs
Level 2

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

This is not the issue. I am specifically speaking about fields that were available a few weeks ago and are no longer available. 

 

I was using the Statement of Activity Detail. There is no option for classic or new view so it only shows in classic view.

 

Every field was available to add to the report before, now there are limited options and none of them are what I need to show. Now I have to manually open each entry to get the information I need (account, vendor, customer, etc). 

jhbbbs
Level 2

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

No. That is not the issue I am describing at all. 

 

I am speaking about options that were available a few weeks ago and are no longer there. 

 

I was specifically using the Statement of Activity Detail report. It is only available in classic view. There is no option to change between 'classic' and 'new'. And I never use the 'new' version of reports as the UI is clunky. 

 

As previously mentioned, I used to be able to add columns for things like vendor, customer, account, etc, but now, none of those are available and only a few options - none of which are ones I need or use - are available.

RhoiceW
QuickBooks Team

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

Hi there, jhbbbs. Thank you for providing your updates to us.

 

QuickBooks provides useful information about your business through its reporting feature. You can customize your reports in various ways, such as filtering them to display specific accounts or customers and formatting their layout to ensure that the relevant data appears in the correct place.

 

Here's how:

 

  1. Go to Reports.
  2. Look for the report you want to customize, then click the small Gear icon.
  3. Under the Change Culomns field, tap the drop-down arrow for more options.
  4. Tick the options you want to apply in your report.
  5. Select Run report.

 

I've also added a screenshot for your visual reference.

 

 

For further details on handling reports and data in QuickBooks, please refer to the following articles:

 

 

Don't hesitate to post here in the Community if you have further concerns about managing your reports. I'm always here to help.

jhbbbs
Level 2

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

The "Change Columns" window you are showing is NO LONGER showing all of those options on my end as of at least a week ago. 

Again - Yes, that is how it used to look. Now it is only displaying a fraction of those options. Is this a technical issue or a bug? Was there an update that removed them? What happened? 

I have attached a screenshot of my options 

Ethel_A
QuickBooks Team

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

Hello there, @jhbbbs.

 

Let me add information about customizing reports in QuickBooks Online.

 

The vendors, customers and other information you need is not in the Change Column option. You can add them as filters. See the screenshot below as a sample.

 

You can tick the checkbox for each filter and choose from the dropdowns. Then click Run report.

 

You can read this article to memorize the customization of your report. This way, you don't have to set them every time you run a report: Memorize reports in QuickBooks Online.


Feel free to comment below if you have questions about running reports in QuickBooks Online. I'm always here to help. Have a great day.

jhbbbs
Level 2

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

That is wild. You can literally see the options available in the screenshot from the previous QB specialist. I am not trying to filter by a specific customer or vendor. Selecting a filter option DOES NOT add a column on the report. I am trying to ADD that column to the report so I can see that information on the report. I have been using QuickBooks for decades. I know how it worked before. I am simply asking if there was an update that removed these options since they are no longer showing.

 

I will no longer be engaging with this thread as all of the QB support people who have responded don't seem to want to actually answer the question or are trying to say it was never an option when it definitely was. I have had to look at that 'change columns' window almost every day, multiple times a day, for the last 3 years. I know what was there before and what I am seeing now is a fraction of the options. 

 

It seems as if QBO just doesn't want to acknowledge a defect in their system.

RLS-CoC
Level 1

Where did all the other field options go on reports? Vendor, Customer, Account are some of the fields no longer showing

I agree !!   Many of the columns and data fields we had available in QB Desktop are not there in QB Online.  The Customization of Reports is very limited.  

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